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FSM Wealth Advisors, LLC: HD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FSM Wealth Advisors, LLC on HD, newest first. How the timeline and the estimate are built.

FSM Wealth Advisors, LLC held 4,654 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,654 shares
    Change vs previous 13F +171 shares

    0.18% of the 13F portfolio, value $1,641,415.

    13F-HR 0001942548-26-000003 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,483 shares
    Change vs previous 13F -578 shares

    0.19% of the 13F portfolio, value $1,474,455.

    13F-HR 0001942548-26-000002 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,061 shares
    Change vs previous 13F -665 shares

    0.24% of the 13F portfolio, value $1,741,362.

    13F-HR 0001942548-26-000001 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,726 shares
    Change vs previous 13F +591 shares

    0.33% of the 13F portfolio, value $2,320,044.

    13F-HR 0001942548-25-000007 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,135 shares
    Change vs previous 13F +899 shares

    0.31% of the 13F portfolio, value $1,887,658.

    13F-HR 0001942548-25-000006 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,236 shares
    Change vs previous 13F -30 shares

    0.35% of the 13F portfolio, value $1,552,376.

    13F-HR 0001942548-25-000001 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,266 shares
    Change vs previous 13F +166 shares

    0.43% of the 13F portfolio, value $1,746,136.

    13F-HR 0001767699-25-000002 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,100 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,661,345.

    13F-HR 0001767699-24-000003 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).